About me

As a CERTIFIED FINANCIAL PLANNER® professional, I am passionate about helping clients achieve their financial goals through comprehensive financial planning. My journey into financial planning began with a deep commitment to making a difference in people's lives by providing them with the clarity and confidence to navigate their financial futures.

Core Values

My practice is built on four fundamental values:

  • Family: Family is at the heart of everything I do. I understand the importance of creating a secure and prosperous future for your loved ones.
  • Hard Work: I believe that dedication and perseverance are keys to success. I work tirelessly to ensure that my clients receive the best possible advice and service.
  • Freedom: Financial planning is about creating opportunities and freedom. My goal is to help you achieve financial independence and the peace of mind that comes with it.
  • Entrepreneurship: As someone who values innovation and initiative, I aim to support entrepreneurial spirits in reaching their potential and growing their ventures.

My Approach

I am dedicated to creating a financial planning practice where clients come first. Every decision I make and every strategy I develop is centered around your unique needs and goals. By taking the time to understand your personal and financial circumstances, I strive to deliver tailored advice that maximizes your potential for success.

Personal

I grew up in Sunapee, NH, and now reside in the greater Boston area. I studied Wealth Management at Suffolk University, where I gained a deep understanding of financial principles and strategies that I now apply to help my clients succeed.

Outside of work, you can find me pursuing in my passions for fitness, health, food, and sports. Whether it's hitting the gym or the grill, I believe that an active and healthy lifestyle is the foundation for success in all areas of life.

Thank you for taking the time to learn about me -- I look forward to working with you.